Institutional Ownership Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN). We have compiled data on the 472 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
3,058
shares
|
$260,480
0.2% of portfolio
|
Q2 2025
Reduced 61.46%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
3,013
shares
|
$256,647
0.11% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$255,540
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,000
shares
|
$255,540
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,964
shares
|
$252,473
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
2,911
shares
|
$247,958
0.02% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,910
shares
|
$247,873
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,893
shares
|
$246,425
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
2,880
shares
|
$245,318
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
2,862
shares
|
$243,785
0.12% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,842
shares
|
$242,081
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,824
shares
|
$240,548
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,807
shares
|
$239,100
0.01% of portfolio
|
Q3 2022
Closed
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
2,735
shares
|
$232,967
0.08% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,725
shares
|
$232,115
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
2,722
shares
|
$231,859
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
2,714
shares
|
$231,178
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,700
shares
|
$229,986
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,675
shares
|
$227,856
0.02% of portfolio
|
Q2 2025
Reduced 54.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,646
shares
|
$225,386
0.0% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,635
shares
|
$224,449
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,630
shares
|
$224,023
0.02% of portfolio
|
Q1 2025
Reduced 32.16%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
2,617
shares
|
$222,916
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
2,610
shares
|
$222,319
0.16% of portfolio
|
Q2 2025
Added 603.5%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
2,602
shares
|
$221,638
0.04% of portfolio
|
Q2 2025
New holding
|